Our team.

Robby T. Bryant, founder and president of Magnolia Financial Planning Services, Inc. since 1998, is the Chief Executive Officer (CEO) of Veridos Capital, LLC, which provides financial planning under the name Canopy Financial Planning. Mr. Bryant has over twenty years of experience in long-term investment strategies and comprehensive financial planning. A graduate of Duke University, he is a Certified Estate Advisor (CEA) and has earned the Certified Financial Planner (CFP) designation by the Certified Financial Planner Board of Standards. Mr. Bryant has extensive expertise in investment management, comprehensive financial planning, and estate planning.

Jason White is a Certified Financial Planner (CFP), a Certified Public Accountant (CPA), and a Personal Financial Specialist (PFS). He graduated from Clemson University with a degree in Financial Management with a minor in Accounting. Mr. White has expertise in wealth management, retirement planning, business tax prep, trust formation, and estate plan design.

An Investment Adviser Representative with over twenty years of experience in mortgage banking and investments. He graduated from the University of South Florida with a degree in Accounting.

A Financial Assistant with over twenty years of accounting experience. She graduated from Clemson University with a degree in Accounting and has completed her Certified Paraplanner Designation with the College of Financial Planning.

Oversees firm operations, investor relations, and day-to-day management of the Veridos fund platform.